Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758B
AUM Growth
+$77.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.5B
3
+$1.23B
4
W icon
Wayfair
W
+$1.05B
5
CRWD icon
CrowdStrike
CRWD
+$792M

Top Sells

1
+$7B
2
+$2.36B
3
+$1.53B
4
ISRG icon
Intuitive Surgical
ISRG
+$1.52B
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.27B

Sector Composition

1 Technology 20.12%
2 Healthcare 9.79%
3 Consumer Discretionary 9.12%
4 Communication Services 9.07%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4626
$1.76M ﹤0.01%
43,170
+198
4627
$1.76M ﹤0.01%
38,779
+1,348
4628
$1.75M ﹤0.01%
153,740
-6,925
4629
$1.75M ﹤0.01%
24,885
+10,418
4630
$1.75M ﹤0.01%
59,727
-129,454
4631
$1.75M ﹤0.01%
68,904
+67,342
4632
$1.74M ﹤0.01%
261,086
+156,487
4633
$1.74M ﹤0.01%
32,142
+132
4634
$1.74M ﹤0.01%
4,910
+1,517
4635
$1.74M ﹤0.01%
131,640
-73,363
4636
$1.73M ﹤0.01%
79,131
+1,519
4637
$1.73M ﹤0.01%
115,607
+89,749
4638
$1.73M ﹤0.01%
45,883
+9,974
4639
$1.72M ﹤0.01%
35,394
+20,597
4640
$1.72M ﹤0.01%
118,646
-37,328
4641
$1.72M ﹤0.01%
127,549
+25,670
4642
$1.72M ﹤0.01%
125,744
+23,218
4643
$1.71M ﹤0.01%
+31,146
4644
$1.71M ﹤0.01%
5,047
+4,518
4645
$1.71M ﹤0.01%
29,562
+27,995
4646
$1.71M ﹤0.01%
66,349
+65,964
4647
$1.71M ﹤0.01%
200,524
-6,717
4648
$1.7M ﹤0.01%
125,128
+5,984
4649
$1.7M ﹤0.01%
194,388
-7,987
4650
$1.7M ﹤0.01%
58,537
+14,819
184 185
186
187 188